Heron Data, an AI solution that enables lenders and brokers to automate document-heavy workflows and accelerate credit decisions, has partnered with TFS Financial, a provider of equipment finance and leasing solutions, to transform its broker desk operations.
Using Heron’s intelligent document-processing platform, TFS has automated over 4,000 decisions each month, eliminating manual data entry and enabling real-time decision processing. By automating this process, TFS’ team is now free to focus on serving customers, strengthening lender relationships and driving revenue growth.
“Rather than uploading decisions all day, my team can now focus on making sure the right applications get to the right lenders — and that we’re getting approvals back faster for our customers,” Sydney Stewart, manager of broker desk at TFS Financial, said.
